This is a great opportunity with a global asset management firm. An opportunity has arisen for a bright Relationship Management Associate to join a great team based in London.
The role will include the following duties:
Producing reports for financial advisers that analyse the composition their HNW clients
Managing and developing further client extranet sites and interactive tools
Fielding ad hoc requests and coordinating with other associates
Overseeing client reporting (which is mostly undertaken by the Client Service Team) and managing those reports.
The successful candidate will be educated professional with a few years experience in similar position and preferably an interest and intention to study for the CFA.
Social Stream